9月18日,美联储不顾外界质疑,果断降息半个百分点。这一决定为太阳能相关股票带来利好,包括光伏微型逆变器厂商Enphase Energy在内的多只太阳能股当日表现出色,大涨超3%。
分析人士指出,利率下调将降低太阳能项目的融资和运营成本。作为资本密集型行业,太阳能公司和房主在选择安装光伏系统时,都十分关注融资及后续运营成本。随着利率下降,这些公司和家庭支出将大幅减少,从而提振太阳能需求。
作为全球领先的光伏微型逆变器生产商,Enphase Energy将充分受益于美联储本轮宽松政策。目前公司产品已在全球多达140个国家/地区销售,新一代IQ8系列推出后表现亮眼,上半年营收同比增长80%。分析师认为,本次降息将助力Enphase Energy加快市场扩张步伐,预计未来一年产品需求仍将保持强劲增长。
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